LeJeune Puetz Investment Counsel’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $242K | Sell |
13,796
-1,779
| -11% | -$31.2K | 0.09% | 150 |
|
|
2022
Q4 | $282K | Sell |
15,575
-212
| -1% | -$3.83K | 0.11% | 138 |
|
|
2022
Q3 | $263K | Hold |
15,787
| – | – | 0.11% | 133 |
|
|
2022
Q2 | $264K | Hold |
15,787
| – | – | 0.1% | 132 |
|
|
2022
Q1 | $298K | Hold |
15,787
| – | – | 0.1% | 130 |
|
|
2021
Q4 | $250K | Hold |
15,787
| – | – | 0.08% | 144 |
|
|
2021
Q3 | $264K | Hold |
15,787
| – | – | 0.1% | 136 |
|
|
2021
Q2 | $288K | Hold |
15,787
| – | – | 0.11% | 135 |
|
|
2021
Q1 | $263K | Hold |
15,787
| – | – | 0.1% | 138 |
|
|
2020
Q4 | $216K | Hold |
15,787
| – | – | 0.09% | 140 |
|
|
2020
Q3 | $195K | Hold |
15,787
| – | – | 0.1% | 138 |
|
|
2020
Q2 | $239K | Hold |
15,787
| – | – | 0.13% | 124 |
|
|
2020
Q1 | $220K | Buy |
15,787
+1,250
| +9% | +$17.4K | 0.13% | 127 |
|
|
2019
Q4 | $308K | Buy |
14,537
+375
| +3% | +$7.95K | 0.14% | 125 |
|
|
2019
Q3 | $292K | Sell |
14,162
-658
| -4% | -$13.6K | 0.15% | 121 |
|
|
2019
Q2 | $309K | Hold |
14,820
| – | – | 0.16% | 119 |
|
|
2019
Q1 | $297K | Sell |
14,820
-3,666
| -20% | -$73.5K | 0.16% | 117 |
|
|
2018
Q4 | $284K | Sell |
18,486
-600
| -3% | -$9.22K | 0.18% | 115 |
|
|
2018
Q3 | $338K | Sell |
19,086
-795
| -4% | -$14.1K | 0.2% | 114 |
|
|
2018
Q2 | $351K | Hold |
19,881
| – | – | 0.22% | 107 |
|
|
2018
Q1 | $299K | Sell |
19,881
-1,179
| -6% | -$17.7K | 0.18% | 107 |
|
|
2017
Q4 | $381K | Sell |
21,060
-2,341
| -10% | -$42.4K | 0.23% | 100 |
|
|
2017
Q3 | $449K | Hold |
23,401
| – | – | 0.29% | 97 |
|
|
2017
Q2 | $448K | Sell |
23,401
-289
| -1% | -$5.53K | 0.3% | 97 |
|
|
2017
Q1 | $515K | Hold |
23,690
| – | – | 0.37% | 88 |
|
|
2016
Q4 | $491K | Buy |
+23,690
| New | +$491K | 0.38% | 89 |
|